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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,622 | $183,627-39.2% | $155,602-28.3% | $145,978-23.5% |
| Participation rate | 54.5% | 82.7%-28.1pp | 78.2%-23.7pp | 80.3%-25.7pp |
| Annual return | 11.80% | 61.32%-49.5pp | 64.81%-53.0pp | 550.52%-538.7pp |
| Employer contribution / active EE | $845 | $5,316-84.1% | $4,675-81.9% | $4,662-81.9% |
| Participant deferral / active EE | $3,514 | $6,466-45.7% | $5,629-37.6% | $6,690-47.5% |
| Admin fee / account holder | $2,623 | $19,327-86.4% | $15,923-83.5% | $13,400-80.4% |